Elite Private Client Relationship Advisor
citizens bankDorchester Center (MA)
Elite Private Client Relationship Advisor
Posted 23 days ago
citizens bankDorchester Center (MA)
SENIORITY
Senior
About the role
Citizens Bank is seeking a Private Client Relationship Manager to engage with affluent clients, delivering personalized financial planning and long-term guidance. You will collaborate with Wealth Advisors and CFPs to create a seamless client experience and help clients reach their financial goals.
The role emphasizes high-touch client service, outbound engagement, and cross-team collaboration across Retail, Mortgage, and Wealth divisions, leveraging Salesforce CRM for activity tracking.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.